七部门发布《美丽河湖保护与建设行动方案》，中国牵头制定的首个适抗老化数字经济国际标准发布

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights significant policy movements, industry trends, international events, and corporate dynamics that shape the ESG landscape in China and globally Policy Movements - The "Beautiful Rivers and Lakes Protection and Construction Action Plan (2025-2027)" aims for a 40% completion rate of beautiful rivers and lakes by 2027, with significant improvements expected by 2030 and 2035 [5][6] - China has led the development of the first international standard for age-friendly digital economy, providing guidelines for online shopping, digital banking, and other high-frequency scenarios for the elderly [8][9] Industry Trends - Chongqing's "Comprehensive Green Transformation Action Plan (2025-2027)" sets ambitious targets, including a 16% reduction in GDP energy consumption by 2027 and a 25% share of non-fossil energy [14][15] - As of Q1 2025, Hong Kong's ESG-managed assets exceeded HKD 1 trillion, with 218 ESG funds recognized by the Securities and Futures Commission [17][18] International Events - The EU and UK are working to connect their carbon markets through a new agreement, enhancing cooperation on emissions trading systems [22][23] - The EU has postponed the implementation of the Battery Regulation by two years to address challenges in supply chain adjustments and certification mechanisms [23][24] - India's steel production plans pose a threat to global emission reduction goals, as the country aims to double its steel capacity by 2030 [27][28] Corporate Dynamics - A total of 306 companies on the Shanghai Stock Exchange have been included in the MSCI ESG ratings, with a notable increase in companies achieving higher ratings [29][30] - BYD Energy has signed a 3.5 GWh energy storage order with Grenergy, marking a significant step in global clean energy development [31][32]